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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,383 | $109,359-87.8% | $162,166-91.7% | $72,986-81.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 1.30% | 25.46%-24.2pp | 115.59%-114.3pp | 81.01%-79.7pp |
| Employer contribution / active EE | $2,222 | $3,907-43.1% | $5,614-60.4% | $2,440-8.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,842-100.0% | $5,124-100.0% |